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Joel Isaacson & Company

Joel Isaacson & Company?uq=BoBgMMEs
1993 FOUNDED
M&A STATUS
31-40 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services. The company provides comprehensive planning, wealth management and sophisticated tax strategies such as cash flow management, estate planning and others to its clients.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • 546 Fifth Avenue
  • 20th Floor
  • New York, NY 10036
  • United States

+1 (212) 000-0000

Joel Isaacson & Company Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Joel Isaacson & Company Executive Team (4)

Name Title Board
Seat
Contact
Info
Joel Isaacson Co-Founder and Chief Executive Officer
Michael Weiss Chief Operating Officer
Stanley Altmark Co-Founder, Partner and Chief Compliance Officer
Elizabeth Angebrandt Controller